Company Settings
Company Information
Organizational Details
Contact Information
Useful Salesforce Org Information
Salesforce.com Organization ID a unique 15 character identifier that is different for every Salesforce org.
Organization Edition is important as different editions have different features and limits.
Instance is the data centre where your Salesforce org is hosted.
Default Locale
the default country that will be selected for new users
affect the format of dates, times, and addresses, as well as name and number fields.
this setting can be overridden by each individual user in their ‘Language and Time Zone’ settings
Default Language
this setting can be overridden by each individual user in their ‘Language and Time Zone’ settings.
Default Timezone
this setting can be overridden by each individual user in their ‘Language and Time Zone’ settings.
Currency Locale / Corporate Currency
An org can have a single currency or multiple currencies
If you use a single currency, you will select your Currency Locale
If you use multi-currency, you will select your Corporate Currency.
This setting affects the format of any currency fields
Data and File Storage
determined by your Salesforce edition and the number of users.
API
API stands for Application Programming Interface.
typically used by developers
allows access to Salesforce programmatically
Each edition is allocated a set number of API requests that they can use in each 24 hour period.
User Licenses
Every Salesforce user must be assigned one User License.
A User License grants a user access to Salesforce and determines the features they can access.
Permission Set Licenses
a way of granting access to a feature that is not included in a standard license.
A user can be assigned an unlimited number of permission set licenses.
Feature Licenses
give a user access to additional features that are not included in a standard license, such as Marketing or Knowledge.
Data Protection
The Individual object stores details about data protection and privacy preferences to help companies comply with various data protection laws.
Fiscal Year
one-year period that companies use for financial reporting and budgeting.
A standard Fiscal Year follows the Gregorian calendar and has 4 quarters with 3 months per quarter.
A standard Fiscal Year can start or end on any month of the year.
A custom Fiscal Year means that each quarter can be defined by a number of weeks
Custom Fiscal Years cannot be disabled once they are enabled!
Business Hours
define the hours that your users are available to help customers
affect Case Escalation Rules and your Entitlement Processes.
Holidays
should be configured to exclude certain dates and times from Case Escalation Rules.
Language Settings
You cannot deactivate a language that is currently in use!
My Domain
enables you to customize your Salesforce Org URL to include a customer-specific name